Self Employed Financial Adviser

Tekk Fusion; Wimborne Minster; Hybrid; GBP 40,000 - 80,000; Part time

Benefits offered by this job

Income support

Existing client bank

Warm appointments

Fee splits

Paraplanning support

Marketing support

Mentoring

Client ownership

Remote/hybrid

Office Bournemouth

Job summary

Tekk Fusion, Bournemouth-based wealth management practice, seeks an experienced Financial Adviser to join as a self-employed partner. You’ll work remotely or hybrid, serving clients across the South of England with a solid client bank and strong admin support.

From day one you’ll access a substantial non-recoverable income support package, regular warm appointments, and marketing/business development assistance to help grow recurring income.

Qualifications

• Level 4 Diploma qualified (or working towards with relevant experience)
• Experience providing holistic financial advice
• Proven track record of developing and retaining client relationships
• Excellent communication and interpersonal skills
• A professional, client-focused approach
• A full UK Driving Licence and willingness to travel across the South of England

Responsibilities

• Meet clients face-to-face and deliver holistic financial advice
• Build and maintain long-term client relationships
• Leverage existing client bank and warm appointments
• Collaborate with support teams to service clients effectively

Skills

Holistic financial advice

Client relationship building

Communication

Professional, client-focused

Driving licence

Willingness to travel

Education

Level 4 Diploma

Job description

Financial Adviser (Self-Employed)

Remote / Hybrid | South of England | Bournemouth-based Practice

Looking for the freedom of self-employment without sacrificing support?

We're recruiting an experienced Financial Adviser to join a growing, family-run wealth management practice based in Bournemouth, offering an exceptional platform for advisers looking to build a long-term, successful business.

From day one, you'll benefit from an existing client bank, a consistent flow of warm appointments, dedicated paraplanning and administration support, and a substantial non-recoverable income support package to help bridge the gap while you establish and grow your recurring income.

With clients located across the South of England, this is a remote/hybrid opportunity where you'll spend your time meeting clients face-to-face and delivering holistic financial advice, supported by an experienced and collaborative team.

What's on Offer

• Substantial non-recoverable income support while you build your business
• Existing client bank to service from day one
• Regular warm appointments and introducer opportunities
• Competitive fee splits with excellent long-term earning potential
• Full paraplanning and administrative support
• Marketing and business development assistance
• Mentoring from experienced advisers
• Client ownership opportunities
• Flexible remote/hybrid working
• Supportive, family-run culture with offices based in Bournemouth

About You

We're looking for an experienced Financial Adviser who is passionate about delivering outstanding client outcomes and building long-term relationships.

You'll ideally have:

• Level 4 Diploma qualified (or working towards with relevant experience)
• Experience providing holistic financial advice
• A proven track record of developing and retaining client relationships
• Excellent communication and interpersonal skills
• A professional, client-focused approach
• A full UK Driving Licence and willingness to travel across the South of England

If you're looking for the flexibility of self-employment backed by genuine support, quality clients and a business that is invested in your long-term success, we'd love to hear from you.